April, 2025
Fort Randall FCU
Fort Randall FCU’s journey shows what’s possible when a credit union leads with heart, embraces its purpose, and isn’t afraid to ask for the right kind of help. With a strong foundation, the right partners, and a clear vision for their community, they’ve turned strategy into action — and action into impact.
November, 2023
Buckeye State CU
Nearly 80% of Buckeye's activities are directed to low-income members in northeastern Ohio. CEO Michael Abernathy says of the $136.5 million credit union, "We take risks on people every other financial institution has left behind." Since becoming a CDFI in 2017, Buckeye has served its membership in part using the nearly $7.5 million in grant funding earned with our assistance.
May, 2023
New Orlean's Firemen's FCU
With our help, New Orleans Firemen’s FCU credit union has received six awards totaling more than $15.5 million from the Community Development Financial Institution Fund since 2019. It leverages these CDFI awards to “aggressively serve designated low-income areas,” in the words of CEO Judy DeLucca.
CU Strategic Planning has over 15 years of unlocking opportunities for credit unions to change lives and their communities. Let us show you how we've helped our clients succeed, and how our clients have helped their members succeed.
Our Impact
Terri Hendrix, Vice President Business Development & Community Engagement, Carolina Foothills Federal Credit Union
"Their foresight and vision have reframed how credit unions think about community development – that it is the catalyst to improving lives."
Jeff Conrad, CEO/President, Pelican State Credit Union
“Pelican has benefitted from their exceptional grant writing and program creation skills in winning over $11 Million in CDFI Financial Assistance grants since 2010. …Without these funds, Pelican and many other CDFI credit unions would be limited in our ability to serve members in dire need.”
Michael Abernathy, President/CEO, Buckeye State Credit Union
“[CU Strategic Planning] has been a vital partner to us and the success we have had in changing the financial lives of thousands of people in distressed northeast Ohio communities.”
Jon Jeffreys, President & CEO, Callahan and Associates
“The leaders at CU Strategic Planning are “credit union people.” They come from credit unions, corporate credit unions, or trade associations. The values they lead with are fueling credit union impact.”